Adobe

Adobe appears in 263.Sora死了，Adobe跌了，美图何去何从？ as the professional creative-tool comparison case for Meitu / 美图. The episode says Adobe embeds AI into tools such as Adobe Photoshop, emphasizes copyright-safe model training, and still faces investor concern because AI inference cost has not yet translated into enough incremental AI revenue.

The source uses Adobe to show that owning a strong application franchise does not automatically solve the AI transition. A professional tool can have brand, workflow, file-format habit, and user trust, but if new AI functions increase cost faster than monetization, the AI Application Layer Moat still needs pricing power, workflow lock-in, and clear output value.

Connections

• Adobe Photoshop — product surface used in the episode’s Adobe comparison.
• Meitu / 美图 and Model Container Strategy — contrasting application-layer route.
• AI Inference Cost Structure, Product Led Willingness To Pay, and Model Provider Tool Competition — economics and competitive pressure around AI tools.